Setting Up Gift Card Types

Configuring your Gift Card Types is the first step in launching a successful gift card program. Whether you are using our native NX Gift Cards or a third-party provider, this guide will walk you through the setup process within the NX Portal.

Navigation

To get started, log in to your NX Portal and follow this path on the sidebar:

Customer Service > Gift Card Types

Configuration Breakdown

1. General Info & Branding

• Display Name: This is the name that will be displayed on the POS. Make it clear and clean.

• Enterprise vs. Venue Settings: You can toggle between these tabs at the top. Use Enterprise Settings to push a standard gift card type to all locations, or Venue Settings to customize availability for specific spots.

2. Provider Settings

This section tells the system how to process the cards.

• Gift Card Provider: Choose your integrated platform from the dropdown.

  Note: While we support various providers, native features like online sales and integrated online redemption are optimized for use with NX Gift Cards.

• BIN Range Prefix: If your physical cards use a specific Bank Identification Number (BIN) prefix, enter it here. This helps the system identify the card type instantly during a swipe or scan.

• Balance Check URL: This provides the base link for balance inquiries. You can use this URL in conjunction with a card number to generate QR codes for your physical gift cards, allowing guests to check their balance by simply scanning the back of the card with their phone.

3. Liability Tracking

The Liability section provides a real-time snapshot of your program's financial health:

• Total Issued: The total number of cards currently in circulation.

• Liability Amount: The total dollar value currently "on the books" that has been sold but not yet redeemed.

4. Availability & Online Sales

Control how and where your gift cards are sold and used.

• Time Range: If you want to offer a promotional gift card (like a Holiday Bonus card) that is only available for a limited window, set those dates here.

• Available for online redemption: Toggle this ON to allow guests to pay for their online orders using this gift card type.

• Available for online purchase: Toggle this ON to sell digital versions of this card through your online ordering site.

• Allow in-store e-Gift: Enable this to allow staff to sell digital gift cards (sent via email/SMS) directly from the POS.

• Online Image: Upload a high-quality image (like your logo or a custom card design) that will represent the digital card in the guest's email or digital wallet.

Pro-Tips for Success

• Test your QR Codes: Before printing 5,000 physical cards, use the Balance Check URL to create a sample QR code and ensure it directs users to the correct landing page.

• Setting Up a Gift Card-Only Online Ordering Page